Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Turtle Wealth -Wealth Mantra
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.50%
4.93%
6 Months
10.26%
2.72%
1 Year
20.10%
22.88%
3 Years
—
20.47%
5 Years
—
15.12%
Since Inception
21.53%
17.02%
Fund Age
18 mo
6 yrs 11 mo
AUM
₹79.16 Cr
₹261.05 Cr
Alpha – 1 Year
17.12%
18.16%
Alpha – 3 Years
—
8.38%
Information Ratio – 3 Years
—
0.98
Volatility – 1 Year
19.38%
17.62%
Volatility – 3 Years
—
15.64%
Beta – 1 Year
0.85
0.83
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
0.76
0.97
Sharpe Ratio – 3 Years
—
0.94
Worst Rolling Year
—
7.22%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−14.77%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 7% · S 61%
L 28% · M 19% · S 43%
Number of Stocks
66
18
Portfolio P/E
52.54
63.91
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
Cash & Cash Equivalent · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%